Satya Nadella Declared a "New Paradigm" for Agentic AI at Microsoft's Build Conference in 2026. Here's How That Vision Is Showing Up in Azure's Growth.
Azure just crossed $100 billion in revenue, as agents consume more tokens and compute.
Overview
Microsoft (NASDAQ: MSFT) Azure's growth is accelerating in 2026, and much of that momentum is coming from agents writing code and handling other tasks -- workloads that drive higher cloud consumption.
Azure revenue grew 43% year over year in the fiscal fourth quarter ended June 30, 2026. Azure also surpassed $100 billion in full-year revenue, and CEO Satya Nadella suggested the strength is likely to continue.
Details
At the Microsoft Build conference on June 2, 2026, Nadella called the rise of agents "a new paradigm." Unlike one-and-done chat interactions, agents can run continuously and work across a user's files and network. Azure is the cloud layer that powers those agents -- so more agent activity typically means more Azure usage.
Source
Originally published at www.fool.com.
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